Author
@Jaymin_Alpha Jaymin_Alpha
grade Bx.com/Jaymin_Alpha ↗
Korean value-chain thematic analyst mapping global AI/industrial catalysts to KOSPI/KOSDAQ beneficiaries
Takes a global or domestic catalyst (AI compute/memory deman
trader score
-0.35
hit rate
45%
mean α
-0.32%
signals 14d
301
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -0.32% mean alpha, trader score -0.35. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 112 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Jaymin_Alpha | · | Assesses whether historically low Korean memory valuations represent opportunity or a cyclical earnings peak. | · | tweet ↗ |
| 2026-10-16 | · | @Jaymin_Alpha | · | Evaluates CXMT's 4F² DRAM advance while stressing unresolved yield, heat, equipment, and mass-production constraints. | · | tweet ↗ |
| 2026-10-16 | · | @Jaymin_Alpha | · | Quantifies rising Korean margin debt, falling deposits, and the resulting increase in leverage risk. | · | tweet ↗ |
| 2026-10-16 | · | @Jaymin_Alpha | · | Compares historical two-year returns after 30-40% KOSPI drawdowns with the gain needed to regain the prior high. | · | tweet ↗ |
| 2026-10-16 | · | @Jaymin_Alpha | · | Reports Korea Investment maintaining a buy view and KRW 520,000 target on APR after calling it oversold. | · | tweet ↗ |
| 2026-10-16 | · | @Jaymin_Alpha | · | Reports signs that some SK Hynix HBM4 back-end equipment schedules may slip from late 2026 into 2027. | · | tweet ↗ |
| 2026-10-16 | AXP | @Jaymin_Alpha | +0.00 | China's central bank approved Visa to prepare a domestic card-clearing entity, preceding a separate operating-license step. | -0.1% | tweet ↗ |
| 2026-10-16 | V | @Jaymin_Alpha | +0.35 | China's central bank approved Visa to prepare a domestic card-clearing entity, preceding a separate operating-license step. | +1.3% | tweet ↗ |
| 2026-10-16 | MA | @Jaymin_Alpha | +0.00 | China's central bank approved Visa to prepare a domestic card-clearing entity, preceding a separate operating-license step. | +1.0% | tweet ↗ |
| 2026-10-16 | · | @Jaymin_Alpha | · | Quantifies a broad Korean-market rebound but notes substantial intraday giveback and insufficient evidence of a trend reversal. | · | tweet ↗ |
| 2026-10-16 | · | @Jaymin_Alpha | · | Analyzes Hanwha Engine's KRW 132.3 billion ship-engine supply contract with Samsung Heavy Industries. | · | tweet ↗ |
| 2026-10-15 | · | @Jaymin_Alpha | · | Analyzes Wooriro's KRW 22.8 billion data-center optical-semiconductor supply contract with Wuhan ETERN. | · | tweet ↗ |
| 2026-10-15 | · | @Jaymin_Alpha | · | Analyzes HD Hyundai Heavy Industries' KRW 625.8 billion contract for four very large LPG carriers. | · | tweet ↗ |
| 2026-10-15 | · | @Jaymin_Alpha | · | Analyzes KEPCO E&C's KRW 26.4 billion disclosed amendment for nuclear emergency-response design services. | · | tweet ↗ |
| 2026-10-15 | · | @Jaymin_Alpha | · | Analyzes ISTE's KRW 1.642 billion FOUP-cleaner equipment order from Amkor Technology Korea. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.